CaseFox
Ortto
Transfer contacts, companies, activities, and more from CaseFox to Ortto. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your CaseFox to Ortto migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Law practice management built by lawyers
Cloud-based legal practice management software trusted since 2011 by 25,000+ legal professionals. Offers comprehensive suite including billing, case management, timekeeping, trust accounting, and AI-generated document assistance.
Comprehensive billing and time tracking features
Customer data, marketing automation, and analytics together
Ortto (formerly Autopilot) is a unified marketing automation platform combining customer data platform (CDP), visual journey builder, and analytics in one solution. It enables marketers to create hyper-personalized, omnichannel campaigns with automated workflows for email, SMS, and in-app messaging.
Unified CDP, marketing automation, and analytics platform
"Customer data, marketing automation, and analytics together"
Ortto (formerly Autopilot) is a unified marketing automation platform combining customer data platform (CDP), visual journey builder, and analytics in one solution. It enables marketers to create hyper-personalized, omnichannel campaigns with automated workflows for email, SMS, and in-app messaging.
Ideal for: Marketing teams seeking a unified platform for customer data management, visual journey building, and omnichannel campaign automation.
Unified CDP, marketing automation, and analytics platform
Visual drag-and-drop customer journey builder
Lead scoring and behavioral automation
Native integrations with Salesforce, HubSpot, Shopify
Learn more at
ortto.com
See exactly which data objects transfer from CaseFox to Ortto
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from CaseFox to Ortto.
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